Snap Projections

About the Company

Snap Projections helps Canadian financial advisors, planners and investment managers deliver efficient, personalized financial plans their clients easily understand and appreciate.

It offers comprehensive cash-flow, retirement and decumulation planning capabilities while remaining easy to use, interactive, and client-friendly.

Snap allows planners to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during an in person engagement or in a virtual meeting. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful.